JeffreyR77
Expert Alumni

Deductions & credits

This schedule would be provided by your organization showing how you calculated the research credit passed on to the individual shareholder.  There is no prescribed schedule, however, it should likely include any credits carried forward from a prior period, rates and amounts applied this period, and any credits carried over to the next period.

 

Instructions, 2020 Form FTB 3523 Research Credit (see Section C)